Rule: 19-11.012 Prev   Up   Next

Rule Title: Rollovers or Plan to Plan Transfers to or from the FRS Investment Plan
Department: STATE BOARD OF ADMINISTRATION    Add to MyFLRules Favorites
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Division: Departmental
Chapter: PROCEDURES FOR THE PUBLIC EMPLOYEE OPTIONAL RETIREMENT PROGRAM

Latest version of the final adopted rule presented in Florida Administrative Code (FAC):

VIEW_RULE Effective Date: 2/19/2019
History Notes: Rulemaking Authority 121.4501(8), (5)(e) FS. Law Implemented 121.4501(4)(g)5., (5)(e), (21), 121.591 FS. History–New 7-12-12, Amended 12-16-12, 10-15-13, 1-28-14, 8-18-14, 12-30-15, 4-12-17, 2-12-18, 2-19-19.
References in this version: Ref-01184 FRS Pension Plan (401(a) Plan) Pretax Direct Rollover Form
Ref-10220 Employee Rollover Deposit Instructions and Form- 2018
Ref-10221 FRS Investment Plan DROP Accumulation Direct Rolloever Form for Current DROP members- 2018
Ref-10222 FRS Investment Plan DROP Direct Rollover Form for Former DROP Members- 2018
History of this Rule since Jan. 6, 2006
Notice /
Adopted
Section Description ID Publish
Date
View Text Final
19-11.012
Rollovers or Plan to Plan Transfers to or from the FRS Investment Plan 21472907 Effective:
02/19/2019
View Text Proposed
19-11.001
......
Florida Retirement System (FRS) eligible employees may submit their initial election and second plan election by electronic means. Rule 19-11.001 is being amended to provide a definition of “electronic signature,” and to .... 21280653 12/20/2018
Vol. 44/246
View Text Development
19-11.001
......
Florida Retirement System (FRS) eligible employees may submit their initial election and second plan election by electronic means. Rule 19-11.001 is being amended to provide a definition of “electronic signature,” and to .... 21135832 11/8/2018
Vol. 44/219
View Text Final
19-11.012
Rollovers or Plan to Plan Transfers to or from the FRS Investment Plan 20006170 Effective:
02/12/2018
View Text Correction
19-11.001
......
Definitions, Beneficiary Designations and Distributions for FRS Investment Plan, Distributions from FRS Investment Plan Accounts, Excessive Trading in the FRS Investment Plan, Enrollment Procedures for .... 19763185 11/21/2017
Vol. 43/225
View Text Proposed
19-11.001
......
The rule amendments to Rule 19-11.001 serve to indicate that a “member” of the Investment Plan includes an individual who is deemed to be a renewed member pursuant to Section 121.122, Florida Statutes, which has been amended .... 19587615 10/27/2017
Vol. 43/209
View Text Development
19-11.001
......
The rule amendments to Rule 19-11.001 serve to indicate that a “member” of the Investment Plan includes an individual who is deemed to be a renewed member pursuant to Section 121.122, Florida Statutes, which has been amended .... 19356367 8/30/2017
Vol. 43/169
View Text Final
19-11.012
Rollovers or Plan to Plan Transfers to or from the FRS Investment Plan 18789208 Effective:
04/12/2017
View Text Change
19-11.001
......
Definitions, Enrollment Procedures for New Hires, Rollovers or Plan to Plan Transfers to or from the FRS Investment Plan 18578912 2/9/2017
Vol. 43/27
View Text Proposed
19-11.001
......
To amend Rule 19-11.001, F.A.C. to add new definitions for “death in the line of duty” and “special risk member;” to clarify other definitions; and to correct some typographical errors. To amend Rule 19-11.003, F.A.C. to .... 18299067 11/23/2016
Vol. 42/228
View Text Development
19-11.001
......
To amend Rule 19-11.001, F.A.C. to add new definitions for “death in the line of duty” and “special risk member; to clarify other definitions; and to correct some typographical errors. To amend Rule 19-11.003, F.A.C. to .... 18110984 10/6/2016
Vol. 42/195
View Text Final
19-11.012
Rollovers or Plan to Plan Transfers to or from the FRS Investment Plan 16891015 Effective:
12/30/2015
View Text Proposed
19-11.001
......
To amend Rule 19-11.001, F.A.C. to clarify some definitions. To amend Rule 19-11.002, F.A.C. to incorporate the latest version of the beneficiary designation form and to reference the latest versions of the enrollment forms; .... 16465573 9/11/2015
Vol. 41/177
View Text Public Meeting
19-11.001
......
The Trustees of the State Board of Administration of Florida will be asked for permission to file a Notice of Proposed Rulemaking to amend the ....
  September 1, 2015, 9:00 a.m. (ET) – conclusion of the meetin....
  Treasury on the Plaza, 24 Cathedral Place St. Augustine, Flo....
16380989 8/26/2015
Vol. 41/166
View Text Development
19-11.001
......
To amend Rule 19-11.001 to clarify some definitions. To amend Rule 19-11.002 to incorporate the latest version of the beneficiary designation form and to reference the latest versions of the enrollment forms; to indicate .... 16308627 8/5/2015
Vol. 41/151
View Text Final
19-11.012
Rollovers or Plan to Plan Transfers to or from the FRS Investment Plan 14904552 Effective:
08/18/2014
View Text Proposed
19-11.001
......
To amend Rule 19-11.001, F.A.C., to add a definition of “Retirement Date Fund,” and make a technical correction. To amend Rule 19-11.004, F.A.C., to indicate that members having a Self-Directed Brokerage Account (“SDBA”) .... 14751874 6/26/2014
Vol. 40/124
View Text Public Meeting
19-11.001
......
The Trustees of the State Board of Administration of Florida will consider proposed amendments to the following rules and will be asked for ....
  June 17, 2014, 9:00 a.m. (ET) – conclusion of the meeting.
  Cabinet Meeting Room, Lower Level, The Capitol, Tallahassee, ....
14641294 6/3/2014
Vol. 40/107
View Text Development
19-11.001
......
To amend Rule 19-11.001, F.A.C., to add a definition of “Retirement Date Fund, ” and make a technical correction. To amend Rule 19-11.004, F.A.C., to indicate that members having a Self-Directed Brokerage Account (“SDBA”) .... 14600069 5/21/2014
Vol. 40/99
View Text Final
19-11.012
Rollovers or Plan to Plan Transfers to or from the FRS Investment Plan 14056772 Effective:
01/28/2014
View Text Proposed
19-11.002
......
For Rules 19-11.002, 19-11.006 and 19-11.007, F.A.C., to adopt revised enrollment forms and second election enrollment forms that will provide additional disclosures concerning the funded status of the FRS Pension Plan, .... 13857728 11/26/2013
Vol. 39/230
View Text Public Meeting
19-11.002
......
The Trustees of the State Board of Administration of Florida will be asked for permission to file a Notice of Proposed Rulemaking to amend the ....
  November 19, 2013, 9:00 a.m. (ET) – conclusion of the meeting ....
  Cabinet Meeting Room, Lower Level, The Capitol, Tallahassee, ....
13807676 11/12/2013
Vol. 39/220
View Text Public Meeting
19-11.002
......
The Trustees of the State Board of Administration of Florida will be asked for permission to file a Notice of Proposed Rulemaking to amend the ....
  November 5, 2013, 9:00 a.m. (ET) – conclusion of the meeting
  Cabinet Meeting Room, Lower Level, The Capitol, Tallahassee, ....
13728233 10/28/2013
Vol. 39/210
View Text Final
19-11.012
Rollovers or Plan to Plan Transfers to or from the FRS Investment Plan 13612027 Effective:
10/15/2013
View Text Development
19-11.002
......
For Rules 19-11.002, 19-11.006 and 19-11.007, to adopt revised enrollment forms and second election enrollment forms that will provide additional disclosures concerning the funded status of the FRS Pension Plan, the fact .... 13651118 10/9/2013
Vol. 39/197
View Text Proposed
19-11.002
......
To amend Rule 19-11.002, F.A.C., to indicate what happens when a beneficiary is “per Florida law” as described in Section 121.4501(2), Florida Statutes and that beneficiary fails to contact the FRS Investment Plan and/or .... 13400373 8/19/2013
Vol. 39/161
View Text Public Meeting
19-11.002
......
The Trustees of the State Board of Administration of Florida will be asked for permission to file a Notice of Proposed Rulemaking to amend the ....
  August 6, 2013, 9:00 a.m. (ET) – conclusion of the meeting
  Cabinet Meeting Room, Lower Level, The Capitol, Tallahassee, ....
13299396 7/26/2013
Vol. 39/145
View Text Development
19-11.002
......
To amend Rule 19-11.002, F.A.C., to indicate what happens when a beneficiary is “per Florida law” as described in Section 121.4501(2), Florida Statutes and that beneficiary fails to contact the FRS Investment Plan and/or .... 13172520 6/28/2013
Vol. 39/126
View Text Final
19-11.012
Acceptance of Rollovers by the FRS Investment Plan 12345983 Effective:
12/16/2012
View Text Proposed
19-11.001
......
To amend Rule 19-11.001, F.A.C., to provide that a “distributee” may include a non-spouse beneficiary; that an eligible retirement plan may include a Roth IRA or annuity; and that distributions consisting of after-tax employee .... 12189134 10/24/2012
Vol. 38/57
View Text Public Meeting
19-11.001
......
The Trustees of the State Board of Administration of Florida will consider proposed amendments to the following rules, and will be asked for ....
  October 23, 2012, 9:00 a.m. (ET) – conclusion of the meeting
  Cabinet Meeting Room, Lower Level, The Capitol, Tallahassee, ....
12148200 10/12/2012
Vol. 38/49
View Text Development
19-11.001
......
To amend Rule 19-11.001, F.A.C., to provide that a “distributee” may include a non-spouse beneficiary; that an eligible retirement plan may include a Roth IRA or annuity; and that distributions consisting of after-tax employee .... 12117451 10/5/2012
Vol. 38/44
View Text Final
19-11.012
Acceptance of Rollovers by the FRS Investment Plan 11680757 Effective:
07/12/2012
View Text Proposed
19-11.001
......
To amend Rule 19-11.001, F.A.C., to include all pertinent definitions contained in Rule Chapters 19-11, 19-12 and 19-13, F.A.C., and to update such information. To amend Rule 19-11.002, F.A.C., to set forth information on .... 11483653 5/11/2012
Vol. 38/19
View Text Public Meeting
19-11.001
......
The Trustees of the State Board of Administration of Florida will consider proposed amendments to the following rules and will be asked for ....
  April 24, 2012, 9:00 a.m. (ET) to conclusion of the meeting
  Cabinet Meeting Room, Lower Level, The Capitol, Tallahassee, ....
11367932 4/13/2012
Vol. 38/15
View Text Development
19-11.001
......
To amend Rule 19-11.001, F.A.C., to include all pertinent definitions contained in Rule Chapters 19-11, 19-12 and 19-13, F.A.C., and to update such information. To amend Rule 19-11.002, F.A.C., to set forth information on .... 11288295 3/23/2012
Vol. 38/12